Oil price momentum continues. Good news from OPEC yesterday buoyed WTI above $65. What might $70 oil bring for Permian oilfield activity? The data scientists at Lium Research, our affiliate, had actually run the numbers on that very question a week before this latest oil price spike for data clients …
Read More »Sanding Fracs Is Getting Easier But Still Not Easy
It’s been nearly three weeks since the Texas cold snap began and froze the oilfield. As Infill Thinking readers know, the frac sand supply situation in Texas went from bad to worse in a hurry during… There’s a lot more to this story… Login to see the full update… To …
Read More »Sand Icicles & Frozen Hoses – Texas Frac Not Thawing Out Yet… [Photos From The Field]
Sometimes a picture is worth a thousand words, and here are several that Infill Thinking members shared… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill …
Read More »Implications To Keep In Mind As The Permian Freezes And Pads Shut Down
As E&Ps react to extreme temps in the Permian by shutting down fracs, we think through the ripple effects this will have in the oilfield marketplace… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must …
Read More »New Monthly Frac Fleet Data Report [Chart Of The Day]
In partnership with our research affiliate Lium, here are new frac fleet stats… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership …
Read More »Pressure Pumping Market Quick HIts
The biggest news is probably… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss our …
Read More »Last Mile Problems Make An Earnings Season Appearance
An thorn in the side of the frac industry that we’ve been reporting on for over a month has surfaced on an earnings call…. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a …
Read More »Rounding Up Frac And Water Quick Hits As Year-End Oilfield Reports Trickle Out…
An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a …
Read More »Modeling The US Frac Fleet By Power Source [Chart Of The Day]
In partnership with our affiliate Lium, we’ve recently begun to actively model frac spreads by power type across the Lower 48…. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you …
Read More »Halliburton Talks Frac Market & Changes Their Tone On E-Frac
Halliburton’s 4Q20 conference call on Tuesday sets the tone for the company narrative on the 2021 outlook in the Lower 48 pressure pumping market. Here’s what stood out from our listen: There’s a lot more to this story… Login to see the full update… To read this update and receive …
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